Frequently Asked Questions

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Calls

Calls

• What are calls?
• How do I create a call?
• How do I edit active calls?
• How do I manage calls?
• How do I export FAP data from a call?

People and Roles

• What are the different roles in User Office?

Proposal Management

Proposal Management

• What are proposals?
• How do I manage proposals?
• How do I edit a users' proposal?

Templates

Templates

• What are templates?
• How do I use templates within a call?

PDF Templates

PDF templates

• What are PDF templates?
• How do I create PDF templates?
• How do I edit PDF templates?
• How do I clone PDF templates?
• How do I archive and unarchive PDF templates?
• How do I import and export PDF templates?
• What do #calls mean on PDF templates?

Proposal Templates

Proposal templates

• What are proposal templates?
• How do I link proposal templates to a call?
• How do I create proposal templates?
• How do I edit proposal templates?
• How do I clone proposal templates?
• How do I archive and unarchive proposal templates?
• How do I import and export proposal templates?
• What does #proposals and #calls mean on proposal templates?

Sample declaration templates

Sample declaration templates

• What are sample declaration templates?

Sub templates

Sub templates

• What are sub templates?

Shipment declaration templates

Shipment declaration templates

• What are shipment declaration templates?

Visit registration templates

Visit registration templates

• What are visit registration templates?

Proposal Experiment Safety Input (ESI) templates

Proposal ESI templates

• What are proposal ESI templates

Sample Experiment Safety Input (ESI) templates

Sample ESI templates

• What are sample ESI templates?

Feedback templates

Feedback templates

• What are feedback templates
• How do I mark a feedback template as active?
• How do I create feedback templates?
• How do I edit feedback templates?
• How do I import and export feedback templates?
• How do I clone feedback templates?

Questions

Questions

• What are questions?
• How do I create questions?
• How do I edit questions?

Feasibility review

Feasibility review

• What are feasibility reviews?
• How do I configure the system for feasibility review?

Proposal workflows

Proposal workflows

• What are proposal workflows?
• How do I create a proposal workflow?
• How do I edit a proposal workflow?

FAPs

FAPs

• What are FAPs?
• How do I edit a FAP?
• How do I create a FAP?
• How are FAPs with multiple instruments configured?

Pages

Pages

• What are pages?
• How do I edit pages?

Settings

Settings

• What are features?

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